Our Services

We provide financial planning and investment advisory services; while managing many areas of economic importance:
- Personal Affairs Management (value systems, cash flow, risks and restraints).
- Investment Management (various kinds of investments).
- Risk Management (various kinds of insurance).
- Tax Management (various kinds of tax-advantaged investments and tax reduction techniques).
- Estate Conservation (expense reductions and effective distribution of assets upon death).
Financial Planning is a process of organization, need identification, analysis, recommendation and most importantly - implementation.
Financial Planning provides a service by translating the economic needs and goals of a client into services, arrangement, and compatible financial products.
Financial Planning offers a complete advisory service with the primary objective being to help the client formulate sound goals through a step-by-step implementation of custom-designed financial strategies.
Because Financial Planning is an evolutionary process, the relationship with your advisor should be a continuing one. Once your plan is implemented, periodic review and evaluations are necessary due to the ever changing world of personal situations, taxes and inflation. 
We believe that you have the right to the best advice and help in the conservation and distribution of the money and property you spend a lifetime accumulating. 
We work for you. We provide services on a fee basis and earn commissions on products recommended and accepted in the implementation process. There are no charges for initial discussions.

Securities are offered through Securities America, Inc., Member FINRA/SIPC, A Registered Broker/Dealer.  Brooke W. Haskins, Registered Representative, CA Insurance License #0H19443.

Advisory services offered through Securities America Advisors, Inc., An SEC Registered Investment Advisory Firm. Brooke W. Haskins, Financial Advisor.


Securities America does not provide tax or legal advice. Please consult a tax or legal professional for answers to specific questions.